Amphenol Corporation (APH)vsDaktronics Inc (DAKT)
APH
Amphenol Corporation
$146.78
+0.88%
TECHNOLOGY · Cap: $182.57B
DAKT
Daktronics Inc
$19.12
-1.85%
TECHNOLOGY · Cap: $932.06M
Smart Verdict
WallStSmart Research — data-driven comparison
Amphenol Corporation generates 3127% more annual revenue ($25.90B vs $802.65M). APH leads profitability with a 17.2% profit margin vs 3.4%. DAKT appears more attractively valued with a PEG of 0.53. APH earns a higher WallStSmart Score of 74/100 (B).
APH
Strong Buy74
out of 100
Grade: B
DAKT
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+51.5%
Fair Value
$296.26
Current Price
$146.78
$149.48 discount
Margin of Safety
-43.8%
Fair Value
$18.19
Current Price
$19.12
$0.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Revenue surging 58.4% year-over-year
Large-cap with strong market position
Strong operational efficiency at 27.3%
Earnings expanding 24.1% YoY
Earnings expanding 57.1% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Revenue surging 21.6% year-over-year
Areas to Watch
Trading at 12.9x book value
Elevated debt levels
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
3.4% margin — thin
Operating margin of 1.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : APH
The strongest argument for APH centers on Return on Equity, Revenue Growth, Market Cap. Profitability is solid with margins at 17.2% and operating margin at 27.3%. Revenue growth of 58.4% demonstrates continued momentum.
Bull Case : DAKT
The strongest argument for DAKT centers on EPS Growth, Debt/Equity, Altman Z-Score. Revenue growth of 21.6% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.
Bear Case : APH
The primary concerns for APH are Price/Book, Debt/Equity, P/E Ratio. A P/E of 42.5x leaves little room for execution misses.
Bear Case : DAKT
The primary concerns for DAKT are P/E Ratio, Market Cap, Profit Margin. Thin 3.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
DAKT carries more volatility with a beta of 1.66 — expect wider price swings.
APH is growing revenue faster at 58.4% — sustainability is the question.
APH generates stronger free cash flow (830M), providing more financial flexibility.
Monitor ELECTRONIC COMPONENTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
APH scores higher overall (74/100 vs 60/100), backed by strong 17.2% margins and 58.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amphenol Corporation
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Amphenol Corporation is a major producer of electronic and fiber optic connectors, cable and interconnect systems such as coaxial cables. Amphenol is a portmanteau from the corporation's original name, American Phenolic Corp.
Daktronics Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Daktronics, Inc. designs, manufactures, markets and sells electronic display systems and related products worldwide. The company is headquartered in Brookings, South Dakota.
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